The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Sage Wealth Planning, LLC (referred to as “Sage Wealth Planning”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. Sage Wealth Planning does not warrant that the information will be free from error.
This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon as the sole factor in an investment making decision or for purposes of transacting securities or other investments. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Your use of the information is at your sole risk. Under no circumstances shall Sage Wealth Planning be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Sage Wealth Planning or a Sage Wealth Planning authorized representative has been advised of the possibility of such damages. In no event shall Sage Wealth Planning have any liability to you for damages, losses and causes of action for accessing this site.
Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
Sage Wealth Planning, LLC is a registered investment adviser with the states of Missouri, Michigan, and Texas and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration does not imply a certain level of skill or training.
All written, video, Podcast and linked content on this site is for informational purposes only. Certain content is developed from third-party sources believed to be providing accurate information for information purposes only and does not constitute investment advice. Material presented is believed to be from reliable sources, and no representations are made by our firm as to another parties’ informational accuracy or completeness. Investments involve risk and unless otherwise stated, are not guaranteed. Opinions expressed herein are solely those of Sage Wealth Planning, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. Sage Wealth Planning does not provide tax, legal or accounting advice.
Nothing in this Site may be considered as an offer or solicitation to purchase or sell services. We use our Insights page to discuss financial planning and investment information and have no intention of soliciting prospective clients for any products or services. In no event shall Sage Wealth Planning be responsible or liable for the correctness of any such material or for any damage or lost opportunities resulting from use of this data. Past performance is no guarantee of future results.
Sage Wealth Planning, LLC (“Sage Wealth Planning”) recognizes that our relationship with current and prospective clients is based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with all our clients. We place the highest value on the information you share with us. Sage Wealth Planning will not disclose your personal information to anyone unless it is required by law, consistent with this policy, or at your direction.
We want our clients to understand what information we collect, how we use it, and how we protect your personal information.
Why We Collect Your Information
We gather information about you so that we can:
- Help design and implement the investment and/or financial planning related services we provide you; and
- Comply with the Federal and State laws and regulations that govern us.
What Information We Collect and Maintain
We may collect the following types of “nonpublic personal information” about you:
- Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.
- Information that we generate to service your financial needs.
- Information that we may receive from third parties with respect to your financial profile.
What Information We Disclose
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as clearing firms or independent contractors hired by Sage Wealth Planning. If the Financial Planner/Financial Adviser leaves Sage Wealth Planning to join another firm, he or she may be permitted to retain copies of client information so that they can assist with the transfer of client accounts and continue to serve the client at their new firm.
Please note, arrangements with companies or independent contractors not affiliated with Sage Wealth Planning will be subject to confidentiality provisions.
“Opting-Out” of Third Party Disclosures: If you do not want us to share your nonpublic information with an unaffiliated third party or for Financial Planner/Financial Adviser to retain copies of your client sensitive information when he or she leaves us to join another firm, you may contact us by calling (314) 301-9812.
How We Protect Your Personal Information
We restrict and limit access to client information only to those who need to carry out their business functions. We educate employees about safeguarding client information and preventing its unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.
If you have more questions, please let us know and we will do our best to appropriate answers.
To obtain a copy of Sage Wealth Planning’s current Form ADV, please consult the SEC’s website https://adviserinfo.sec.gov/firm/summary/300747.